Sun CommunitiesSUI

13F holders, Q2 2025 (June 30)
468holders −29
34new positions
61sold out
6famous investors
$126.52avg. 13F price*

At the end of Q2 2025, 468 institutions reported holding Sun Communities Inc. (SUI) in their 13F filings, down 29 from Q1 2025. 34 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($2.3B), Cohen & Steers, Inc. ($2.1B) and Dodge & Cox ($1.8B). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Sun Communities Inc.
Filed as
SUN CMNTYS INC (Q2 2025)
CUSIP
866674104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 500Q1 2024Q2 2024: 507Q2 2024Q3 2024: 517Q3 2024Q4 2024: 476Q4 2024Q1 2025: 497Q1 2025Q2 2025: 468Q2 2025Q3 2025: 506Q3 2025Q4 2025: 540Q4 2025Q1 2026: 516Q1 2026Q2 2026: 532Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions34$63.8M
Exits61$263.0M

All 13F filers, Q1 2025 → Q2 2025: 6,082,919 shares bought and 6,310,983 shares sold, net −228,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 468 holders

Vanguard Group Inc. 0.04% Add +0.5% 18,040,455 $2.3B
Cohen & Steers, Inc. 3.87% Add +2.0% 16,655,434 $2.1B
Dodge & Cox 1.01% Add +4.0% 14,198,760 $1.8B
BlackRock, Inc. 0.03% Add +7.5% 11,406,814 $1.4B
Norges Bank 0.12% Add +0.4% 7,320,153 $925.9M
T. Rowe Price Associates Inc. 0.10% Add +15.2% 7,046,062 $891.3M
FMR LLC 0.05% Reduce -13.1% 6,727,340 $850.9M
State Street Corp. 0.02% Add +1.3% 5,169,350 $659.1M
Daiwa Securities Group Inc. 1.30% Add +4.8% 2,775,910 $351.1M
Massachusetts Financial Services Co. 0.10% Reduce -5.8% 2,525,303 $319.4M
Geode Capital Management, LLC 0.02% Add +2.3% 2,296,740 $289.6M
Dimensional Fund Advisors LP 0.05% Reduce -2.1% 1,737,509 $219.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +17.4% 1,648,078 $208.5M
Deutsche Bank AG 0.06% Reduce -20.4% 1,283,427 $162.3M
Charles Schwab Investment Management Inc. 0.03% Add +4.9% 1,196,900 $151.4M
Russell Investments Group, Ltd. 0.18% Reduce -3.5% 1,127,752 $142.7M
Northern Trust Corp. 0.02% Reduce -6.4% 1,086,957 $137.5M
Legal & General Group Plc 0.03% Add +4.9% 1,072,910 $135.7M
Canada Pension Plan Investment Board 0.11% No change 1,030,991 $130.4M
Morgan Stanley 0.01% Reduce -2.0% 897,195 $113.5M
Capital International Investors 0.02% Add +0.5% 877,042 $110.9M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +10.4% 868,039 $109.8M
JPMorgan Chase & Co. 0.01% Reduce -13.6% 838,056 $106.0M
Sei Investments Co. 0.11% Reduce -0.1% 782,061 $98.9M
Lasalle Investment Management Securities LLC 3.86% Add +27.6% 746,432 $94.4M
Nuveen, LLC 0.02% Reduce -22.4% 677,720 $85.7M
Bank of America Corp. 0.01% Reduce -4.3% 673,495 $85.2M
Centersquare Investment Management LLC 0.81% Reduce -27.6% 616,243 $77.9M
Bank of New York Mellon Corp 0.01% Add +0.0% 563,347 $71.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Add +4.5% 546,380 $69.1M
GW&K Investment Management, LLC 0.49% Add +0.9% 431,121 $54.5M
Neuberger Berman Group LLC 0.04% Reduce -0.7% 423,255 $53.5M
APG Asset Management US Inc. 0.39% No change 412,168 $52.6M
HSBC Holdings PLC 0.03% Add +34.2% 417,526 $52.6M
Swiss National Bank 0.03% Add +7.5% 386,260 $48.9M
Jane Street Group, LLC 0.08% Add +70.6% 379,129 $48.0M
Schroder Investment Management Group 0.04% Reduce -10.0% 373,811 $47.3M
Allspring Global Investments Holdings, LLC 0.08% Reduce -9.2% 355,519 $45.4M
Macquarie Group Ltd. 0.05% Reduce -3.2% 344,315 $43.6M
Wellington Management Group LLP 0.01% Reduce -31.8% 338,780 $42.9M
UBS Group AG 0.01% Reduce -9.6% 310,730 $39.3M
Millennium Management 0.04% Add +555.0% 305,447 $38.6M
Vision Capital Corp 15.54% No change 274,860 $34.8M
Cramer Rosenthal McGlynn LLC 2.34% Add +0.9% 269,569 $34.1M
Citadel Advisors 0.03% Add +1139.9% 268,472 $34.0M
CBRE Investment Management Listed Real Assets LLC 0.51% Reduce -45.6% 262,148 $33.2M
Whittier Trust Co. 0.40% Add +6.5% 261,251 $33.0M
California Public Employees Retirement System 0.02% Reduce -2.4% 253,057 $32.0M
Royal Bank of Canada 0.01% Add +121.5% 250,828 $31.7M
CANADA LIFE ASSURANCE Co 0.05% Add +24.8% 246,627 $31.2M
Invesco Ltd. 0.01% Reduce -16.4% 237,526 $30.0M
Susquehanna International Group, LLP 0.05% Reduce -16.6% 236,021 $29.9M
Amundi 0.01% Add +34.8% 230,508 $29.6M
Asset Management One Co., Ltd. 0.09% Add +2.6% 233,296 $29.5M
Public Employees Retirement System of Ohio 0.09% Add +1.5% 210,162 $26.6M
Nomura Asset Management Co. Ltd. 0.07% Add +2.8% 208,759 $26.4M
Aew Capital Management L P 1.37% Add +7.2% 205,190 $26.0M
California State Teachers Retirement System 0.03% Add +0.9% 196,133 $24.8M
Aberdeen Group plc 0.04% Reduce -44.0% 195,353 $24.7M
Private Management Group Inc. 0.80% Reduce -1.2% 194,694 $24.6M
Land & Buildings Investment Management, LLC 4.89% Add +5.7% 193,747 $24.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +1.3% 190,355 $24.1M
AXA S.A. 0.07% Reduce -3.6% 184,492 $23.3M
Envestnet Asset Management Inc. 0.01% Reduce -14.4% 179,630 $22.7M
FIL Ltd 0.02% Add +10.1% 169,111 $21.4M
Barclays PLC 0.01% Reduce -33.9% 168,784 $21.3M
State of New Jersey Common Pension Fund D 0.08% Reduce -0.5% 166,979 $21.1M
Rhumbline Advisers 0.02% Add +2.6% 166,135 $21.0M
Wells Fargo & Company 0.00% Reduce -20.8% 162,942 $20.6M
Prudential Financial Inc. 0.03% Reduce -9.9% 164,287 $20.6M
STRS Ohio 0.08% Reduce -23.8% 162,260 $20.5M
Alliancebernstein L.P. 0.01% Reduce -20.4% 161,935 $20.5M
Citigroup Inc. 0.01% Add +98.0% 147,866 $18.7M
Swedbank AB 0.02% Reduce -2.0% 144,413 $18.3M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +15.4% 142,638 $18.0M
Principal Financial Group Inc. 0.01% Reduce -1.1% 138,115 $17.5M
CI Investments Inc. 0.06% Reduce -46.6% 133,861 $16.9M
Candriam S.C.A. 0.10% Add +1688.2% 131,790 $16.7M
Waratah Capital Advisors Ltd. 1.10% New 127,955 $16.2M
Raymond James Financial Inc. 0.01% Add +1.5% 125,867 $15.9M
Allianz Asset Management GmbH 0.02% Add +8.2% 125,847 $15.9M
Presima Securities ULC 3.57% Reduce -1.7% 122,920 $15.5M
State Board of Administration of Florida Retirement System 0.03% Add +0.8% 116,378 $14.7M
Whittier Trust Co. of Nevada Inc. 0.32% Add +2.9% 113,262 $14.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +17.7% 110,270 $13.9M
DekaBank Deutsche Girozentrale 0.02% Add +0.4% 110,373 $13.9M
Chilton Capital Management LLC 0.49% Reduce -1.5% 105,744 $13.5M
State of Wisconsin Investment Board 0.03% Add +22.9% 101,750 $12.9M
Third Avenue Management LLC 2.54% Add +7.2% 97,210 $12.3M
Aviva PLC 0.02% Add +1862.2% 95,205 $12.0M
Corient Private Wealth LP 0.02% Reduce -2.8% 90,143 $11.4M
Korea Investment CORP 0.02% Add +31.2% 85,418 $10.8M
Goldman Sachs Group Inc. 0.00% Reduce -58.8% 80,582 $10.2M
Adage Capital Partners Gp, L.L.C. 0.02% Add +23.1% 80,000 $10.1M
BNP Paribas Financial Markets 0.01% Add +108.3% 78,898 $10.0M
Tocqueville Asset Management L.P. 0.15% New 78,257 $9.9M
TD Asset Management Inc 0.01% Reduce -1.3% 76,026 $9.6M
Waterfront Capital Partners, LLC 2.23% New 70,888 $9.0M
Resona Asset Management Co.,Ltd. 0.04% Reduce -4.6% 67,777 $8.6M
Victory Capital Management Inc. 0.01% Reduce -1.6% 67,615 $8.6M
ArrowMark Colorado Holdings LLC 0.15% Add +63.0% 67,288 $8.5M
Hudson Bay Capital Management LP 0.06% New 65,986 $8.3M
New York State Common Retirement Fund 0.01% Add +2.8% 65,147 $8.2M
Van Eck Associates Corp. 0.01% Add +3.4% 62,217 $7.9M
State of Alaska, Department of Revenue 0.08% Add +0.6% 61,936 $7.8M
1832 Asset Management L.P. 0.01% No change 60,852 $7.7M
APG Asset Management N.V. 0.02% Add +7.9% 69,700 $7.5M
Treasurer of the State of North Carolina 0.02% Add +2.3% 59,022 $7.5M
Illinois Municipal Retirement Fund 0.10% Add +289.3% 56,776 $7.2M
Danske Bank A/S 0.02% Add +5.4% 56,403 $7.1M
Kennedy Capital Management LLC 0.17% Reduce -2.7% 55,276 $7.0M
Royal London Asset Management Ltd. 0.02% Reduce -6.9% 53,434 $6.8M
NFJ Investment Group, LLC 0.23% Reduce -8.5% 53,234 $6.7M
Oppenheimer Asset Management Inc. 0.08% Reduce -0.2% 52,673 $6.7M
Lighthouse Investment Partners, LLC 0.29% Reduce -25.6% 52,000 $6.6M
Pictet Asset Management Holding SA 0.01% Reduce -11.6% 51,933 $6.6M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -41.8% 50,453 $6.4M
Ensign Peak Advisors, Inc 0.01% Reduce -10.9% 50,058 $6.3M
Brookfield Corp 0.01% Reduce -18.3% 48,564 $6.1M
Storebrand Asset Management As 0.02% Add +8.4% 47,517 $6.0M
Uniplan Investment Counsel, Inc. 0.62% Reduce -3.0% 46,625 $5.9M
Osborne Partners Capital Management, LLC 0.31% Add +2.1% 45,588 $5.8M
Employees Retirement System of Texas 0.06% Reduce -27.1% 45,534 $5.8M
Teacher Retirement System of Texas 0.02% Add +143.5% 45,291 $5.7M
American Century Companies Inc. 0.00% Reduce -75.8% 44,421 $5.6M
IFM Investors Pty Ltd 0.05% Reduce -6.9% 44,140 $5.6M
KLP Kapitalforvaltning As 0.02% Add +1.9% 43,500 $5.5M
SummitTX Capital, L.P. 0.23% New 41,775 $5.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% No change 40,985 $5.2M
Hunter Perkins Capital Management, LLC 1.21% Reduce -0.5% 39,917 $5.1M
Holocene Advisors, LP 0.01% Add +2.7% 39,324 $5.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +2.9% 38,559 $4.9M
Davis Selected Advisers 0.03% Add +53.2% 38,370 $4.9M
UniSuper Management Pty Ltd 0.03% Add +0.3% 38,100 $4.8M
Baillie Gifford & Co. 0.00% Add +1.0% 38,083 $4.8M
Anchor Capital Advisors LLC 0.14% Reduce -88.6% 37,586 $4.8M
Arizona State Retirement System 0.03% Add +1.2% 37,292 $4.7M
Cibc World Markets Corp. 0.03% Reduce -5.1% 37,256 $4.7M
Investment Management Corp of Ontario 0.07% Add +888.4% 35,406 $4.5M
Bank of Montreal 0.00% Add +22.3% 35,398 $4.5M
Gotham Asset Management 0.03% Reduce -2.3% 34,753 $4.4M
Anson Funds Management LP 0.80% Reduce -7.3% 34,220 $4.3M
Nissay Asset Management Corp. /Japan 0.03% Add +3.4% 34,083 $4.3M
Gateway Investment Advisers LLC 0.05% Add +180.5% 33,274 $4.2M
Handelsbanken Fonder AB 0.01% No change 32,916 $4.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +18.4% 32,108 $4.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% Add +63.5% 31,680 $4.0M
DAVENPORT & Co LLC 0.02% Add +0.1% 30,496 $3.9M
LPL Financial LLC 0.00% Add +33.8% 30,271 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -12.6% 29,590 $3.8M
Manufacturers Life Insurance Company, The 0.00% Add +113.5% 29,573 $3.7M
Aurora Investment Managers, LLC. 2.13% Reduce -0.3% 27,780 $3.5M
Dark Forest Capital Management LP 0.14% New 27,132 $3.4M
Harvest Portfolios Group Inc. 0.08% Reduce -1.9% 27,076 $3.4M
KBC Group NV 0.01% Reduce -17.6% 27,040 $3.4M
Cerity Partners LLC 0.01% Reduce -6.7% 26,650 $3.4M
Truist Financial Corp. 0.00% Reduce -0.6% 26,166 $3.3M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 26,062 $3.3M
New Age Alpha Advisors, LLC 0.14% Add +2641.1% 25,492 $3.2M
Janus Henderson Group PLC 0.00% Reduce -3.0% 25,123 $3.2M
Natixis Advisors, LLC 0.01% Reduce -40.5% 25,078 $3.2M
Agf Management Ltd. 0.01% Add +24.1% 24,966 $3.2M
Nisa Investment Advisors, LLC 0.01% Reduce -15.4% 24,110 $3.1M
Toronto Dominion Bank 0.01% Add +21.1% 23,136 $2.9M
Steward Partners Investment Advisory, LLC 0.02% Add +0.5% 23,102 $2.9M
First National Bank of Omaha 0.19% Add +3.6% 23,015 $2.9M
DNB Asset Management AS 0.01% Add +2.3% 22,670 $2.9M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.31% New 22,478 $2.8M
Adams Asset Advisors, LLC 0.40% No change 22,270 $2.8M
Voya Investment Management LLC 0.00% Add +39.3% 21,924 $2.8M
Metis Global Partners, LLC 0.07% Add +23.5% 21,426 $2.7M
Delta Global Management LP 0.18% Add +5.8% 20,845 $2.6M
Forsta Ap-Fonden 0.02% Add +22.4% 20,800 $2.6M
Utah Retirement Systems 0.03% No change 20,791 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -17.6% 20,081 $2.5M
Freestone Capital Holdings, LLC 0.09% Add +0.2% 19,780 $2.5M
Police & Firemen's Retirement System of New Jersey 0.02% Add +4.1% 19,177 $2.4M
Advisors Asset Management, Inc. 0.04% Reduce -9.1% 18,786 $2.4M
Knights of Columbus Asset Advisors LLC 0.14% New 18,238 $2.3M
LRT Capital Management, LLC 1.31% Add +37.9% 17,452 $2.2M
Los Angeles Capital Management LLC 0.01% Add +519.9% 17,362 $2.2M
First Trust Advisors LP 0.00% Reduce -38.7% 17,349 $2.2M
First National Advisers, LLC 0.31% Add +3.1% 16,844 $2.1M
Sophron Capital Management L.P. 0.64% Add +13.7% 16,577 $2.1M
Paralel Advisors LLC 0.09% No change 16,514 $2.1M
Vestmark Advisory Solutions, Inc. 0.03% Add +207.6% 16,311 $2.1M
Xponance LLC 0.02% Add +23.9% 15,953 $2.0M
Quantinno Capital Management LP 0.01% Add +19.6% 15,902 $2.0M
Swiss Life Asset Management Ltd 0.01% Add +39.9% 14,566 $1.8M
Vestcor Inc 0.06% Add +580.9% 14,530 $1.8M
Inspire Investing, LLC 0.19% Reduce -1.0% 13,984 $1.8M
AQR Capital Management 0.00% Add +14.5% 13,823 $1.7M
OP Asset Management Ltd 0.03% Reduce -2.8% 13,706 $1.7M
M&T Bank Corp 0.01% Reduce -4.7% 13,674 $1.7M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -3.6% 13,495 $1.7M
Integrated Investment Consultants, LLC 0.33% No change 13,458 $1.7M
Capital Square, LLC 0.90% Add +2.0% 13,456 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.8% 13,058 $1.7M
Peapack Gladstone Financial Corp. 0.02% Add +3.7% 13,005 $1.6M
Public Employees Retirement Association of Colorado 0.01% No change 12,598 $1.6M
GAMCO Investors 0.02% No change 12,565 $1.6M
Mariner, LLC 0.00% Reduce -2.6% 12,563 $1.6M
AMG National Trust Bank 0.04% Add +0.0% 12,447 $1.6M
Mackenzie Financial Corp. 0.00% Add +43.5% 12,122 $1.5M
&partners 0.01% Add +527.1% 12,028 $1.5M
Tudor Investment Corporation 0.01% Reduce -60.8% 11,823 $1.5M
Creative Planning 0.00% Reduce -10.4% 11,796 $1.5M
Ilmarinen Mutual Pension Insurance Co 0.01% No change 11,700 $1.5M
Burns Matteson Capital Management, LLC 0.69% Reduce -0.4% 11,232 $1.4M
WBH Advisory Inc. 0.12% Add +0.3% 11,138 $1.4M
Intech Investment Management LLC 0.01% Add +45.3% 11,059 $1.4M
Mercer Global Advisors Inc. 0.00% Add +12.4% 11,023 $1.4M
Pathstone Holdings, LLC 0.01% Add +25.4% 10,785 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Add +182.0% 10,771 $1.4M
Nordea Investment Management AB 0.00% Add +7.2% 10,710 $1.4M
Cascade Investment Advisors, Inc. 0.84% Reduce -1.1% 10,353 $1.3M
Parr McKnight Wealth Management Group, LLC 0.18% Add +3.1% 10,183 $1.3M
Spirit of America Management Corp. 0.26% Reduce -9.1% 10,000 $1.3M
Tredje AP-fonden 0.01% No change 9,854 $1.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +67.1% 9,830 $1.2M
Two Sigma Investments, LP 0.00% Reduce -9.3% 9,613 $1.2M
American Assets Capital Advisers, LLC 1.22% Reduce -63.5% 9,603 $1.2M
Franklin Resources Inc. 0.00% Add +7.8% 9,534 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +1.3% 9,335 $1.2M
Plato Investment Management Ltd 0.09% New 9,315 $1.2M
Vanderbilt University 0.21% Reduce -0.9% 8,970 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +5.6% 8,951 $1.1M
Capital Group Private Client Services, Inc. 0.01% Reduce -4.2% 8,585 $1.1M
Ethic Inc. 0.02% Add +7.8% 8,493 $1.1M
Commerzbank Aktiengesellschaft 0.02% Add +47.3% 8,378 $1.1M
Ostrum Asset Management 0.05% Reduce -2.8% 8,373 $1.1M
Summit Trail Advisors, LLC 0.02% New 8,371 $1.1M
VCI Wealth Management LLC 0.36% Add +13.4% 8,216 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -65.1% 8,197 $1.0M
Naviter Wealth, LLC 0.13% Add +12.0% 8,132 $1.0M
Sanctuary Advisors, LLC 0.01% Add +13.8% 8,183 $1.0M
Osaic Holdings, Inc. 0.00% Add +87.3% 8,163 $1.0M
Tacita Capital Inc 0.66% Add +12.2% 8,147 $1.0M
Kentucky Retirement Systems 0.03% Reduce -6.2% 8,075 $1.0M
Ossiam 0.01% Add +0.8% 8,006 $1.0M
SG Americas Securities, LLC 0.00% New 7,971 $1.0M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -11.3% 7,796 $987K
GeoWealth Management, LLC 0.04% Add +14.1% 7,634 $966K
GC Wealth Management RIA, LLC 0.08% Add +12.0% 7,570 $958K
Cannon Global Investment Management, LLC 2.58% Add +36.4% 7,500 $949K
Arkadios Wealth Advisors 0.03% Add +4.5% 7,441 $941K
Avantax Advisory Services, Inc. 0.00% Reduce -3.4% 7,119 $901K
Tidal Investments LLC 0.01% Add +11.6% 7,093 $897K
Amalgamated Bank 0.01% Add +4.8% 7,078 $895K
DoubleLine ETF Adviser LP 0.29% Add +1.1% 7,042 $891K
Schonfeld Strategic Advisors LLC 0.01% Reduce -55.5% 6,901 $873K
Wealthfront Advisers LLC 0.00% Reduce -31.1% 6,883 $871K
Sterling Capital Management LLC 0.01% Reduce -2.8% 6,837 $865K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +27.8% 6,681 $845K
Vinva Investment Management Ltd 0.02% Add +40.5% 6,639 $841K
MetLife Investment Management, LLC 0.00% Add +16.2% 6,609 $836K
Yousif Capital Management, LLC 0.01% Reduce -0.3% 6,558 $830K
Federated Hermes, Inc. 0.00% No change 6,397 $809K
Vident Advisory, LLC 0.01% Reduce -14.2% 6,319 $799K
Brevan Howard Capital Management LP 0.01% New 6,285 $795K
Fifth Third Bancorp 0.00% Reduce -1.2% 6,245 $790K
Blair William & Co. 0.00% Reduce -0.2% 6,172 $781K
Maryland State Retirement & Pension System 0.02% Add +6.5% 6,141 $777K
Stifel Financial Corp. 0.00% Reduce -38.3% 6,002 $759K
American National Bank & Trust 0.08% New 6,000 $759K
Gulf International Bank (UK) Ltd 0.03% No change 5,970 $755K
Norinchukin Bank, The 0.01% Add +3.3% 5,770 $730K
NEOS Investment Management LLC 0.01% Add +121.1% 5,713 $723K
One Capital Management, LLC 0.02% Add +3.6% 5,688 $720K
Levin Capital Strategies, L.P. 0.07% New 5,500 $696K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +12.9% 5,428 $687K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -9.0% 5,405 $684K
Tower Research Capital LLC (TRC) 0.02% Reduce -36.8% 5,355 $677K
CIBC Asset Management Inc 0.00% Add +0.6% 5,319 $673K
Virtu Financial LLC 0.03% Add +34.6% 5,255 $665K
Park Avenue Securities LLC 0.01% Reduce -5.2% 5,252 $664K
Choreo, LLC 0.01% Reduce -6.7% 5,019 $642K
Andra AP-fonden 0.01% Reduce -38.8% 5,035 $637K
Cambridge Investment Research Advisors, Inc. 0.00% Add +23.9% 5,006 $633K
Centiva Capital, LP 0.04% Reduce -46.3% 4,884 $618K
Cetera Investment Advisers 0.00% Reduce -18.9% 4,736 $599K
Penserra Capital Management LLC 0.01% Reduce -10.9% 4,720 $596K
MML Investors Services, LLC 0.00% Reduce -0.5% 4,698 $594K
Central Pacific Bank - Trust Division 0.08% Add +9.5% 4,600 $582K
SkyOak Wealth, LLC 0.12% No change 4,589 $580K
Van Hulzen Asset Management, LLC 0.05% Add +20.0% 4,555 $576K
OMERS ADMINISTRATION Corp 0.00% No change 4,500 $569K
Brasada Capital Management, LP 0.10% Reduce -53.4% 4,360 $564K
Baird Financial Group, Inc. 0.00% Add +3.9% 4,447 $563K
Cresset Asset Management, LLC 0.00% Reduce -2.0% 4,211 $537K
US Bancorp \de 0.00% Reduce -41.7% 3,987 $504K
Summit Wealth Group, LLC 0.13% No change 3,887 $492K
Pasadena Private Wealth, LLC 0.08% Reduce -6.6% 3,886 $491K
Ofi Invest Asset Management 0.01% Add +0.4% 4,560 $491K
Captrust Financial Advisors 0.00% Add +3.9% 3,884 $491K
Hunting Hill Global Capital, LLC 0.26% No change 3,825 $484K
Prudential PLC 0.00% No change 3,769 $477K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -6.5% 3,428 $434K
Empowered Funds, LLC 0.00% Reduce -1.0% 3,343 $423K
Capital International, Inc. 0.00% Reduce -3.9% 3,336 $422K
Commerce Bank 0.00% Reduce -4.9% 3,115 $394K
Bank of Nova Scotia 0.00% Reduce -34.7% 3,101 $392K
Jones Financial Companies LLLP 0.00% Add +46.9% 3,079 $390K
Tributary Capital Management, LLC 0.03% Reduce -2.9% 3,015 $381K
Advisory Alpha, LLC 0.01% No change 3,000 $379K
IFP Advisors, Inc 0.01% Add +0.1% 2,957 $374K
Crawford Investment Counsel Inc. 0.01% Add +1.7% 2,953 $374K
Banco Santander, S.A. 0.00% No change 2,942 $372K
B. Metzler seel. Sohn & Co. AG 0.00% No change 2,841 $359K
ASR Vermogensbeheer N.V. 0.00% Reduce -0.5% 2,826 $357K
Lantern Wealth Advisors, LLC 0.21% — 2,800 $354K
Penn Mutual Asset Management 0.78% No change 2,785 $352K
Canal Capital Management, LLC 0.05% Add +7.3% 2,690 $340K
Greenland Capital Management LP 0.04% Reduce -81.2% 2,636 $333K
United Capital Financial Advisors, LLC 0.00% Reduce -38.5% 2,514 $318K
Lee Financial Co 0.05% No change 2,502 $317K
RB Capital Management, LLC 0.07% Reduce -8.7% 2,491 $315K
Cwm, LLC 0.00% Add +0.9% 2,456 $311K
Snowden Capital Advisors LLC 0.01% Reduce -0.5% 2,425 $309K
Mitchell McLeod Pugh & Williams Inc. 0.06% Reduce -0.5% 2,438 $308K
Quadrant Capital Group LLC 0.01% Add +3.2% 2,420 $306K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -35.7% 2,367 $299K
Checchi Capital Advisers, LLC 0.02% Add +0.3% 2,356 $298K
NorthCoast Asset Management LLC 0.00% Reduce -13.3% 2,351 $297K
Regions Financial Corp. 0.00% Reduce -8.6% 2,275 $288K
Econ Financial Services Corp 0.15% New 2,264 $286K
GF Fund Management Co. LTD. 0.01% Reduce -6.7% 2,251 $285K
Panagora Asset Management Inc. 0.00% No change 2,220 $281K
O'shaughnessy Asset Management, LLC 0.00% Add +34.1% 2,188 $277K
PNC Financial Services Group, Inc. 0.00% Reduce -13.8% 2,159 $273K
CoreCap Advisors, LLC 0.01% No change 2,146 $271K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 2,115 $268K
Nixon Peabody Trust Co. 0.02% No change 2,000 $253K
Pursue Wealth Partners LLC 0.14% No change 1,992 $252K
National Pension Service 0.00% Add +340.6% 1,974 $250K
Guggenheim Capital LLC 0.00% Add +2.3% 1,964 $248K
HighTower Advisors, LLC 0.00% Reduce -6.3% 1,946 $246K
Atria Investments, Inc 0.00% Reduce -39.8% 1,919 $243K
Cetera Trust Company, N.A 0.14% Add +2.7% 1,915 $242K
ZWJ Investment Counsel Inc. 0.01% No change 1,900 $240K
D.A. Davidson & Co. 0.00% Add +1.6% 1,885 $239K
Phocas Financial Corp. 0.03% Reduce -1.2% 1,875 $237K
Prime Capital Investment Advisors, LLC 0.00% Reduce -6.0% 1,834 $232K
HighPoint Advisor Group LLC 0.01% Reduce -0.5% 1,788 $226K
Verition Fund Management LLC 0.00% Reduce -9.2% 1,779 $225K
Harvest Fund Management Co., Ltd 0.01% No change 1,779 $225K
KMG Fiduciary Partners, LLC 0.02% Add +0.7% 1,758 $222K
Siemens Fonds Invest GmbH 0.01% Add +20.7% 1,752 $222K
Exchange Traded Concepts, LLC 0.00% Add +17.2% 1,733 $219K
World Investment Advisors 0.00% Reduce -13.2% 1,698 $215K
Focus Partners Wealth 0.00% New 1,637 $207K
OneDigital Investment Advisors LLC 0.00% Add +0.8% 1,635 $207K
Prudent Man Advisors, LLC 0.07% Add +1.3% 1,632 $206K
Balboa Wealth Partners 0.04% New 1,617 $205K
Bailard, Inc. 0.00% Reduce -3.3% 1,600 $202K
Flagship Harbor Advisors, LLC 0.01% New 1,598 $202K
Simplex Trading, LLC 0.01% Add +205.9% 1,560 $197K
NewEdge Advisors, LLC 0.00% Add +0.1% 1,532 $194K
Signaturefd, LLC 0.00% Reduce -3.8% 1,398 $177K
Bessemer Group Inc. 0.00% Add +2.9% 1,186 $150K
GAMMA Investing LLC 0.01% Add +8.0% 1,131 $143K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -18.2% 1,126 $142K
Bfsg, LLC 0.02% No change 1,075 $136K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +9.1% 1,003 $127K
Fortitude Family Office, LLC 0.04% Add +2316.7% 870 $110K
National Bank of Canada 0.00% Add +30.8% 837 $106K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 700 $89K
Optimum Investment Advisors 0.04% No change 700 $89K
Northwestern Mutual Wealth Management Co. 0.00% Add +26.5% 673 $85K
EverSource Wealth Advisors, LLC 0.00% Add +42.7% 615 $78K
Covestor Ltd 0.04% Add +670.1% 593 $75K
Hantz Financial Services, Inc. 0.00% Reduce -29.6% 571 $72K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 566 $72K
Principal Securities, Inc. 0.00% Add +2.8% 560 $71K
Blue Trust, Inc. 0.00% Reduce -4.8% 558 $71K
Smartleaf Asset Management LLC 0.01% Add +37.3% 556 $70K
Plante Moran Financial Advisors, LLC 0.00% No change 509 $64K
CIBC Private Wealth Group LLC 0.00% Reduce -13.2% 461 $58K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +40.6% 450 $57K
Spire Wealth Management 0.00% Reduce -5.0% 395 $50K
V-Square Quantitative Management LLC 0.01% New 374 $47K
Rosenberg Matthew Hamilton 0.01% No change 333 $42K
Global Retirement Partners, LLC 0.00% — 333 $42K
Walleye Trading LLC 0.00% Reduce -90.8% 299 $38K
Allworth Financial LP 0.00% Reduce -7.7% 274 $35K
Huntington National Bank 0.00% Reduce -15.7% 268 $34K
MAI Capital Management 0.00% Add +164.4% 267 $34K
Bartlett & Co. Wealth Management LLC 0.00% No change 261 $33K
Brooklyn Investment Group 0.00% Add +34.0% 256 $32K
Independence Bank of Kentucky 0.00% No change 250 $32K
Parallel Advisors, LLC 0.00% Reduce -49.6% 240 $30K
Ransom Advisory, Ltd 0.01% No change 239 $30K
Elevation Point Wealth Partners, LLC 0.00% New 238 $30K
Fulcrum Asset Management LLP 0.01% — 211 $27K
Key Financial Inc 0.01% No change 195 $25K
Salomon & Ludwin, LLC 0.00% No change 190 $24K
Arax Advisory Partners 0.00% Reduce -15.4% 44 $22K
Assetmark, Inc. 0.00% Add +383.3% 174 $22K
Dynamic Wealth Strategies, LLC 0.02% Reduce -48.2% 171 $22K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.2% 161 $20K
Larson Financial Group LLC 0.00% Add +220.0% 160 $20K
1620 Investment Advisors, Inc. 0.01% Reduce -55.4% 154 $19K
Financial Network Wealth Advisors LLC 0.02% Reduce -1.4% 143 $18K
Capital Analysts, LLC 0.00% Add +2.6% 119 $15K
AdvisorNet Financial, Inc 0.00% Reduce -29.9% 117 $15K
Farther Finance Advisors, LLC 0.00% Reduce -66.8% 112 $14K
Meeder Asset Management Inc. 0.00% Add +143.5% 112 $14K
JFS Wealth Advisors, LLC 0.00% No change 83 $10K
Valued Wealth Advisors LLC 0.01% No change 77 $10K
Clearstead Trust, LLC 0.00% Add +65.2% 76 $10K
Geneos Wealth Management Inc. 0.00% Reduce -34.8% 75 $9K
Trust Co. of Vermont 0.00% No change 73 $9K
West Branch Capital LLC 0.00% No change 70 $9K
Wilmington Savings Fund Society, FSB 0.00% No change 59 $7K
Harbour Investments, Inc. 0.00% Reduce -1.8% 56 $7K
Gen-Wealth Partners Inc 0.00% No change 55 $7K
Truvestments Capital LLC 0.00% No change 55 $7K
UMB Bank, n.a. 0.00% Add +16.3% 50 $6K
Golden State Wealth Management, LLC 0.00% No change 46 $6K
Parkside Financial Bank & Trust 0.00% Reduce -30.8% 45 $6K
TCTC Holdings, LLC 0.00% Reduce -50.0% 45 $6K
IMG Wealth Management, Inc. 0.00% New 44 $6K
Bruce G. Allen Investments, LLC 0.00% Reduce -36.4% 42 $5K
CVA Family Office, LLC 0.00% Reduce -42.3% 41 $5K
North Star Investment Management Corp. 0.00% No change 38 $5K
Dogwood Wealth Management LLC 0.00% New 36 $5K
Headlands Technologies LLC 0.00% New 35 $4K
CX Institutional 0.00% No change 29 $4K
Sachetta, LLC 0.00% Reduce -11.4% 31 $4K
High Note Wealth, LLC 0.00% Reduce -3.6% 27 $3K
Investors Research Corp 0.00% No change 22 $3K
CENTRAL TRUST Co 0.00% Reduce -34.5% 19 $2K
Private Trust Co. NA 0.00% Reduce -48.6% 18 $2K
Raffa Wealth Management, LLC 0.00% No change 16 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -83.8% 12 $2K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -48.3% 15 $2K
Physician Wealth Advisors, Inc. 0.00% New 15 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.6% 15 $2K
Sound Income Strategies, LLC 0.00% New 15 $2K
Cromwell Holdings LLC 0.00% Add +133.3% 14 $2K
Cornerstone Planning Group LLC 0.00% Add +44.4% 13 $2K
SouthState Bank Corp 0.00% Reduce -27.8% 13 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 11 $1K
Rothschild Investment LLC 0.00% Add +450.0% 11 $1K
Provenance Wealth Advisors, LLC 0.00% No change 9 $1K
Whipplewood Advisors, LLC 0.00% Reduce -81.4% 8 $1K
Bell Investment Advisors, Inc 0.00% No change 8 $1K
First Horizon Advisors, Inc. 0.00% Reduce -38.5% 8 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 6 $759
Ancora Advisors LLC 0.00% New 6 $759
WealthTrak Capital Management LLC 0.00% No change 5 $633
Principia Wealth Advisory, LLC 0.00% Add +100.0% 4 $506
Versant Capital Management, Inc 0.00% Reduce -69.2% 4 $506
Stephens Consulting, LLC 0.00% New 4 $506
Rialto Wealth Management, LLC 0.00% No change 4 $506
Hughes Financial Services, LLC 0.00% No change 4 $501
MV Capital Management, Inc. 0.00% Reduce -70.0% 3 $380
Tortoise Investment Management, LLC 0.00% New 3 $379
Pacer Advisors, Inc. 0.00% No change 3 $379
Kayne Anderson Rudnick Investment Management LLC 0.00% New 2 $295
Parkworth Wealth Management, Inc. 0.00% New 2 $253
Twin Peaks Wealth Advisors, LLC 0.00% New 2 $252
American Capital Advisory, LLC 0.00% No change 1 $127
TFC Financial Management, Inc. 0.00% New 1 $127
TD Private Client Wealth LLC 0.00% No change 1 $126
Retirement Wealth Solutions LLC 0.00% No change 1 $113
Avion Wealth 0.00% No change 4 $0
Hemington Wealth Management 0.00% No change 4 $0

"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.